VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+13.37%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$4.66B
AUM Growth
+$762M
Cap. Flow
+$375M
Cap. Flow %
8.05%
Top 10 Hldgs %
27.78%
Holding
1,683
New
124
Increased
999
Reduced
488
Closed
53

Top Buys

1
MSFT icon
Microsoft
MSFT
+$25.8M
2
NVDA icon
NVIDIA
NVDA
+$16.9M
3
AMZN icon
Amazon
AMZN
+$15.8M
4
AAPL icon
Apple
AAPL
+$12.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.36M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.69M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$1.63M
4
BLDR icon
Builders FirstSource
BLDR
+$1.51M
5
SPLK
Splunk Inc
SPLK
+$1.46M

Sector Composition

1 Technology 29.78%
2 Financials 12.98%
3 Healthcare 11.83%
4 Consumer Discretionary 10.68%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CBOE icon
651
Cboe Global Markets
CBOE
$24.8B
$1.01M 0.02%
5,524
+227
+4% +$41.7K
ESS icon
652
Essex Property Trust
ESS
$17.2B
$1.01M 0.02%
4,143
+802
+24% +$196K
MSA icon
653
Mine Safety
MSA
$6.76B
$1.01M 0.02%
5,224
-837
-14% -$162K
SLF icon
654
Sun Life Financial
SLF
$33.4B
$1.01M 0.02%
18,523
+2,656
+17% +$145K
UHAL.B icon
655
U-Haul Holding Co Series N
UHAL.B
$9.93B
$1.01M 0.02%
15,155
+335
+2% +$22.3K
EPAM icon
656
EPAM Systems
EPAM
$8.62B
$1.01M 0.02%
3,652
-129
-3% -$35.6K
PATH icon
657
UiPath
PATH
$6.23B
$1.01M 0.02%
44,465
-1,489
-3% -$33.8K
DAY icon
658
Dayforce
DAY
$10.9B
$1.01M 0.02%
15,218
+1,715
+13% +$114K
ATO icon
659
Atmos Energy
ATO
$26.5B
$999K 0.02%
8,402
-1,093
-12% -$130K
SSD icon
660
Simpson Manufacturing
SSD
$8.09B
$996K 0.02%
4,856
-1,157
-19% -$237K
AOS icon
661
A.O. Smith
AOS
$10.3B
$995K 0.02%
11,117
+2,607
+31% +$233K
STM icon
662
STMicroelectronics
STM
$23.3B
$993K 0.02%
22,959
+3,930
+21% +$170K
BMO icon
663
Bank of Montreal
BMO
$91B
$991K 0.02%
10,148
+1,759
+21% +$172K
BMI icon
664
Badger Meter
BMI
$5.29B
$990K 0.02%
6,117
+7
+0.1% +$1.13K
CLS icon
665
Celestica
CLS
$28.2B
$988K 0.02%
21,986
+3,385
+18% +$152K
IVE icon
666
iShares S&P 500 Value ETF
IVE
$41.2B
$988K 0.02%
5,288
+2,749
+108% +$514K
GNTX icon
667
Gentex
GNTX
$6.23B
$987K 0.02%
27,334
-2,516
-8% -$90.9K
MSTR icon
668
Strategy Inc Common Stock Class A
MSTR
$92.7B
$987K 0.02%
5,790
+810
+16% +$138K
LEA icon
669
Lear
LEA
$5.86B
$985K 0.02%
6,799
+2,360
+53% +$342K
NOV icon
670
NOV
NOV
$4.91B
$984K 0.02%
50,403
-5,021
-9% -$98K
TECH icon
671
Bio-Techne
TECH
$8.1B
$981K 0.02%
13,931
+2,226
+19% +$157K
VOD icon
672
Vodafone
VOD
$28.3B
$980K 0.02%
110,106
+46,492
+73% +$414K
DGX icon
673
Quest Diagnostics
DGX
$20.3B
$974K 0.02%
7,316
+196
+3% +$26.1K
HOG icon
674
Harley-Davidson
HOG
$3.73B
$970K 0.02%
22,187
-5,294
-19% -$232K
CVNA icon
675
Carvana
CVNA
$48.8B
$970K 0.02%
11,039
+708
+7% +$62.2K
25 26
27
28 29